Services

Year-round tax expertise for individuals and small businesses

Tax Preparation

Federal and all-state tax preparation for individuals and small businesses, with fees based on return complexity.

Virtual Tax Preparation

Securely share documents and sign returns electronically through the client portal from home or work.

Bookkeeping

Year-round bookkeeping support for small business owners who need dependable, organized records.

Payroll Services

Payroll support with secure employee and employer portals for payroll records and account management.

Tax Resolution

Help navigating payment arrangements, penalty abatement, offers in compromise, and spouse relief matters.

IRS Representation

Representation before the IRS from an Enrolled Agent who specializes in federal taxation.

How working together goes

01

Introductory call

We talk through your situation, deadlines, and what you have on hand.

02

Clear scope and fee

You get a written summary of the work and the price before anything starts.

03

Prepare, review, and file

We prepare your return, review the details with you, and file when everything is ready.

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